Client Services Associate — Financial Operations
Kestra Financial
Kestra Financial in Austin seeks a Client Service Specialist to support the Account Services team. You will process account openings, maintenance, asset transfers, and other client transactions with precision, ensuring complete documentation. You will maintain client records, assist advisors and staff via email and phone, and collaborate with internal teams on special projects. This role values detail, reliability, and a path to growth in financial services operations. #J-18808-Ljbffr Kestra Financial
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Services Associate — Financial Operations in Austin, TX vacancy
- ...GemHarvest Executive Recruiting in Austin is seeking a Registered Client Service Associate to support high-net-worth clients and assist a lead advisor. This position emphasizes client service and financial operations, ideal for someone keen on supporting a growing advisory...FinancialOperations
GemHarvest Executive Recruiting
Austin, TX4 days ago - ...The Client Service Associate (CSA) plays a dual role supporting both exceptional client service and the financial planning process. This position partners closely with a planning-focused... ...and Holistiplan Investment & Operations Support Develop working knowledge of...FinancialOperationsWork at officeMonday to Friday
AMG Wealth Advisors
Austin, TX4 days ago $65k - $75k
...wealth management practice in Austin is seeking a Registered Client Service Associate to support a successful lead advisor and a loyal base of... ...a hands-on role for someone who enjoys client service, financial operations, and becoming a trusted right hand within a growing...FinancialOperationsRemote work$60k - $80k
...passionate about helping their clients and our teammates achieve... ...you. The Role You'll be the operational backbone of a growing Bee Cave... ...advisor and Farther's centralized service team, tracking open items and... ..., or operations role - financial services experience a plus but...FinancialOperations$50k - $70k
Overview Grace Lane Financial Partners empowers clients to live their best lives now and in the future by combining financial... ...8:30 AM - 5:00 PM) JobType: Client Service Associate ExperienceRequirements: 2 - 5 years’ of operational experience ExperiencePreference: 1 - 2...FinancialOperationsFull timeRemote workMonday to Friday$65k
...teamwork. Position Summary: Provides client and administrative support to... ...with Portfolio Managers and operations staff to ensure the timely and accurate servicing of clients’ accounts. Interacts... ...Major Custodians (Schwab, Fidelity) Financial Services (Wealth management,...FinancialOperationsFull timeMonday to FridayShift work- Scherer Financial Advisory Services in the Dallas/Plano area seeks an Operations & Client Service Associate who embraces both client care and meticulous operational work. You will balance building relationships with handling the day-to-day tasks that keep a financial practice...FinancialOperations
- A financial services firm in Austin, Texas, is seeking a Client Service Associate to support exceptional client service and the financial planning process. The role includes partnering with a Lead Advisor, maintaining client records, and ensuring accurate documentation....FinancialWork at office
- ...Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff... ...and recognition for service and excellence in the... ...Client Service Associate who is a motivated, detail... ..., phone and mail). Operate standard office equipment...FinancialWork experience placementWork at office
- H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist in Austin, TX. This in-person role greets clients, manages scheduling, and supports daily office operations with tax professionals. It offers exposure to tax work and potential growth into...OperationsSeasonal workWork at officeWeekend workAfternoon shift
$45k - $50k
...pediatric nursing, therapy and school-based services. We seamlessly integrate into children’s lives... ...seeking a critical thinker and proactive Client Services Associate who can wear many hats, coordinate the staffing operations of the office, collaborate with clinical supervisor...OperationsFull timeWork at office- Raymond James, Inc. in Austin, TX is seeking a Registered Client Service Associate to support financial advisors and clients with high-touch administrative tasks. You will onboard clients, open accounts, research information, process transfers, and monitor cash and investments...Financial
- ...Oxbow Advisors in Austin, TX is seeking a client and administrative support professional to assist Portfolio Managers and onboarding... ...files, and handling daily requests to ensure accurate, timely servicing of accounts. The position is full-time, in-office, with a focus...Full timeWork at office
Oxbow Advisors
Austin, TX3 days ago - ...PIMCO's Account Associate Group is focused on delivering best-in-class service to institutional clients. The role collaborates within Client Management to provide high-quality, timely service across asset classes, with emphasis on data-driven insights and AI-assisted workflows...
Pomona
Austin, TX2 days ago $22 - $26 per hour
...tech-enabled managed services organization serving leading law firms, financial institutions and professional... ...we provide integrated operational platforms, automation... ...services that enable clients to modernize operating... ...: The Office Services Associate at Opensity Solutions...FinancialOperationsHourly payWork at office- LPL Financial is hiring an Operations Specialist to support the Wealth Advisors Group, handling account openings, money movements, transfers, and client inquiries. You will work with a team to deliver high-touch service and resolve complex issues, while upholding firm policies...FinancialOperations
$20 - $23 per hour
FAST Service Specialist### FAST Service SpecialistApply: USA-Austin... ...serving leading law firms, financial institutions and professional... ...Opensity, we provide integrated operational platforms, automation and advisory services that enable clients to modernize operating models...FinancialOperationsHourly payFull timeWork experience placementWork at officeMonday to FridayAll shiftsFlexible hoursShift work$70k - $115k
...understanding of the complexities of servicing bank loan debt held in... ...should have a background in client management, team management,... ...if making your mark in the financial services industry from day... ...contact and escalation point for operational issues Receive and resolve...FinancialOperationsTemporary workWork at officeFlexible hoursState Street Corporation
Austin, TX3 days ago- ...insurance, proration to correct financial class and notation of patient... ...with the payor, company, and client guidelines Participate in and... ...' contractual agreement of services Work in partnership with... ...patient care and improve business operations through innovative, user-...FinancialOperationsWork at officeLocal areaRemote workFlexible hours
Harris Computer
Austin, TX2 days ago - Client Experience Specialist - Financial Services Client Experience Specialist - Financial Services 15 hours ago Be among the first 25 applicants Get AI-powered... ...experience while helping advisors with day-to-day operational needs and platform navigation. Client Experience...FinancialOperationsFull timeWork at officeLocal areaMonday to FridayRotating shift
- ...Austin, TX is seeking a Property Associate to serve as the primary... ...property supporting a large Technology Client. You will also provide accounting and financial support, maintain positive tenant... ...relations and provide superior customer service. This position offers an on-site...FinancialOperationsWork at officeMonday to Friday
- Lead with Purpose. Partner with Impact. As a Client Service Specialist, you are a key contributor to the daily operational excellence of the Account Services department... ...accuracy, and a desire to build a career in financial services operations. What you’ll Do: Process...FinancialOperationsWork at office
- ...building an ecosystem of products, places, services and spaces that elevates and... ...what's right, rather than who's right. Client Services Associates play an integral role in providing luxury... ...on all levels Proficiency with Mac Operating System, IOS devices, Microsoft Office...Work at office
- ...Merchants Bank is seeking a Service Associate (Teller) to join our team! This... ...meet the current and future financial needs of bank customers. We... ...to overall banking center operation by: Balance cash, daily transactions... ...organization for our clients, teammates, and shareholders...FinancialOperationsFlexible hours
- ...Impact at Lowe's As a Lowe's Merchandising Services Associate, you are a key connection point between Merchandising and Store Operations, allowing us to deliver a great shopping... ...assistance program. Take charge of your financial future with a company-matching 401(k) and...FinancialOperationsFull timePart timeLocal areaFlexible hoursShift workWeekend workWeekday work
- ...At Your Service Center Colleague Macy's is more than just a store. We're a story. One... ...with mental health counseling and legal/financial advice About Us This is a great time... ...find the perfect gift, streamlining operations in one of our distribution centers, enhancing...FinancialOperationsFull timePart timeSeasonal workAll shiftsFlexible hoursShift workNight shiftAfternoon shift
- ...your team, and the pets and clients in the community around you.... ...point of contact, the Client Service Representative (CSR) is vital... ...and appointments to streamline operations Support the Medical Team & Practice... ...assistance to foster your financial well‑being Health, dental,...FinancialOperationsFull timeWork experience placementLocal area
$15 per hour
...Position Summary The Customer Service Representative (CSR) is the... ...role supports efficient daily operations through customer service, accurate... ...skills to interact with clients and provide customer service.... ...support your health, protect your financial future, and help you grow -...FinancialOperationsHourly payWeekly payTemporary workWork at officeFlexible hours- ...Description The Account Associate Group serves a unique and... ...best-in-class service to PIMCO’s institutional clients. The individuals that make... ...role in supporting the operating infrastructure of client... ...relevant experience in financial services, asset management...FinancialOperations
- ...the business aspects of the client relationship. Specifically, this... ...knowledge, including system operations. Work closely with the... ...within a law firm or professional services environment preferred. A broad... ...including corporate, energy, financial services, real estate, restructuring...FinancialOperationsWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate — Financial Operations. Be the first to apply!
Related searches
- client relationship associate Austin, TX
- client account associate Austin, TX
- client services associate Austin, TX
- community services specialist Austin, TX
- staff services manager Austin, TX
- honda service advisor Austin, TX
- part time service advisor Austin, TX
- court services officer Austin, TX
- guest services associate Austin, TX
- salesforce service cloud consultant Austin, TX